September 24, 2019

45+ Speakers!

EVENT HOST

RXR's 230 Park

One of New York City’s most iconic trophy towers, 230 Park, stands at an irreplaceable location at the center of Park Avenue between 45th and 46th Streets.

A universally recognized landmark and Beaux-Arts masterpiece on the Manhattan Skyline, 230 Park is the resurgence of artistry and grandeur. Usher in the advantages of the decadent amenities, services, and features including the new conference center, lounge & terrace on the fifth floor, Urbanspace market, the stunning views up Park Avenue, direct access to Grand Central Terminal, new HVAC & electrical infrastructure, technology, and the ultimate, centralized location of choice in Manhattan.

Speakers

Hunting for Yield: Where's Hot, Where's Not, Where's Next?

Craig Solomon

CEOSquare Mile Capital

Craig H. Solomon is the co-founder and Chief Executive Officer of Square Mile Capital and serves on its Board of Directors. Mr. Solomon is responsible for managing all aspects of Square Mile’s business and investment activities, and implementing Square Mile’s strategic objectives. Mr. Solomon served as Co-Managing Principal of Square Mile until June 2017. In addition to his role as Chief Executive Officer and Board Member, Mr. Solomon serves on the Investment Committees of all Square Mile funds. Prior to joining Square Mile, and prior to the formation of its first institutional fund, Mr. Solomon was the managing partner of Solomon and Weinberg LLP, a boutique law firm specializing in all areas of commercial real estate and finance which Mr. Solomon cofounded in 1990, and a founding principal of SWH Realty Corp., an active high yield real estate finance firm based in New York, and Platinum Funding Corp., an asset based specialty finance firm also based in New York. He has broad expertise in all facets of the real estate arena with particular expertise in joint ventures and partnerships, structured real estate finance, capital markets, distressed transactions, foreclosures, restructurings and real estate related bankruptcies. Mr. Solomon is a 1979 graduate of Lehigh University and a 1982 graduate of the George Washington University School of Law, where he was a member of the Law Review. He began his career at Paul, Weiss, Rifkind, Wharton & Garrison.

Wesley LePatner

Senior Managing Director, Real Estate GroupBlackstone

Wesley LePatner is a Senior Managing Director in the Real Estate Group and serves as the
Global Chief Operating Officer of the Core+ business and the Chief Operating Officer of
Blackstone Real Estate Income Trust (BREIT). Ms. LePatner also serves as the Chair of the
Women’s Initiative at Blackstone.
Before joining Blackstone in 2014, Ms. LePatner spent 11 years at Goldman Sachs, most
recently as a Managing Director and the Chief Operating Officer of the Real Estate Investment
Group within the Asset Management Division. Prior to that, Ms. LePatner worked in Goldman
Sachs’ Real Estate Principal Investment Area and the Real Estate Investment Banking Group.
Ms. LePatner received a BA from Yale University, summa cum laude and Phi Beta Kappa.

David Schonbraun

Co-CIOSL Green

David Schonbraun is Co-Chief Investment Officer of the company with a primary focus on structured finance, residential, and alternative investments, and has been with SL Green since 2002. He is also directly responsible for Green Loan Services, the company’s special servicing arm that serves both SL Green and third-party lenders. Mr. Schonbraun has either led or has been a senior team member in the execution of over $25 billion in equity and debt investments. Prior to joining SL Green in 2002, Mr. Schonbraun was a real estate investment banker at Credit Suisse First Boston, where he worked on a variety of mergers and acquisitions transactions, as well as debt and equity financings. Mr. Schonbraun received a Bachelor of the Arts degree in Economics and Politics from Princeton University. He is also an active member of the UJA Real Estate Executives (REX) Steering Committee and the Urban Development Mixed Use Council of the Urban Land Institute (ULI), as well as serving on the Finance and Grantmaking Committees of the Kessler Foundation.

Chris Lee

Head of Real Estate, AmericasKKR

Chris Lee (New York) joined KKR Capital Markets in the Real Estate Group in 2012. He is Co-Head of Real Estate Credit and responsible for KKR's real estate capital markets activities. Mr. Lee is Co-Chief Executive Officer and Co-President of KKR Real Estate Finance Trust Inc. (NYSE: KREF). He sits on KKR's Real Estate Credit Investment Committee, sits on KKR's Inclusion and Diversity Council and chair's KKR's Real Estate Valuation Committee. Prior to joining KKR, Mr. Lee spent three years at Apollo Global Management on their global real estate team where he focused on real estate acquisitions. He also worked at Goldman Sachs in the merchant banking division’s real estate principal investment area (REPIA) for over five years after spending two years in the investment banking division. Mr. Lee earned his MBA from Harvard Business School and his Bachelor’s degree in Economics from Emory University. He is a former trustee of St. Mark's School of Texas in Dallas, TX and currently serves as a member of the Board of Directors of Sponsors for Educational Opportunity (SEO) in New York, New York. Mr. Lee is a member of the Urban Land Institute, CRE Finance Council and the Real Estate Capital Policy Advisory Committee for the Real Estate Roundtable.

Moderator

Dave Pezza

PartnerWhite & Case LLP

David Pezza is a partner in the firm’s real estate group and is located in White & Case’s Chicago office. Mr. Pezza’s practice focuses on sophisticated real estate transactions, including the representation of private and institutional investors, and owners and developers in connection with the acquisition, disposition, development and financing of commercial real estate properties. He has also been involved in the negotiation and structuring of joint-venture agreements with respect to the various transactions he has been involved in.
Mr. Pezza’s experience includes a wide range of asset types, including mixed use projects, land for development, retail properties, office buildings and hospitality projects.

Dry Powder: How You Can Land Equity On Your Next Deal

David Valger

Founder & PresidentDVO Real Estate

Mr. Valger founded DVO Real Estate and is responsible for the overall management, operations and investing activities of the firm. A seasoned industry veteran, Mr. Valger has extensive experience in all aspects of real estate investing and finance, including originating, structuring, underwriting and managing real estate and corporate private equity transactions valued at more than $6.3 billion.
Previously, Mr. Valger was a partner with RCG Longview Debt Funds, where he was responsible for originating, structuring and underwriting a variety of real estate mezzanine and preferred equity transactions, investing more than $450 million in over 25,000 multifamily units. While there, he developed and led an exclusive Fannie Mae platform. Prior to RCG Longview, Mr. Valger founded Genesys Holdings, a technology-based service provider and led the sales and marketing efforts of a multi-national packaged goods company called NutriPlus LLC. He is a former member of the Board of Directors and the Executive Committee of the UJA/Federation of New York and a former Board member of The Jewish Community Relations Council of New York.
Mr. Valger received a B.A. in Art History and Biology from Binghamton University and earned an M.B.A in Real Estate & Entrepreneurial Management from the Wharton School at the University of Pennsylvania.

Steven Wolf

Chief Investment Officer for U.S. EquityAres Real Estate Group

Mr. Wolf is a Partner and the Chief Investment Officer for U.S. Equity in the Ares Real Estate Group and a member of the Management Committee of Ares Management. Additionally, he serves on the Ares Real Estate Group’s Equity and Debt Investment Committees and serves on the Ares Real Estate Operating Committee. Prior to joining Ares in 2013, Mr. Wolf was a Partner at AREA Property Partners and CEO of VEF Advisors. Previously, Mr. Wolf was a Director at Credit Suisse First Boston. In addition, Mr. Wolf was a Managing Director at Federal Realty Investment Trust and a Senior Vice President at Equitable Real Estate Investment Management. Mr. Wolf holds a B.A. from Boston University in Economics and an M.S. from New York University in Real Estate Investment Analysis.

Mark Hertz

Head of U.S. InvestmentsAIG Global Real Estate

Mr. Hertz is responsible for AIG Global Real Estate’s equity investment activities in the U.S. He oversees the acquisition or development of all product types, including multi-family, retail, office, industrial, hotel, and senior/student housing, and the oversight of various real estate teams that source, underwrite and close new investment opportunities.
Prior to joining AIG Global Real Estate in 2009, Mr. Hertz was a Managing Director at Amstar Global Advisors, a private equity fund, where he was responsible for real estate investments and dispositions, with assets in Russia, Turkey and India. Prior to Amstar, Mr. Hertz was a Managing Director at AIG Global Real Estate where he was responsible for U.S. retail property investments, managing a portfolio of approximately 7 million square feet of stabilized and under-development properties. Prior to AIG, Mr. Hertz was a Senior Vice President at Prime Retail, a Baltimore based REIT, where he was mainly involved in acquisitions and development, property dispositions, asset management and structuring lender and equity partner work-out strategies.
Mr. Hertz received a Bachelor of Science degree in Real Estate from The Pennsylvania State University and a master’s degree in real estate investment from Johns Hopkins University.

Adam Schwartz

Co-Chief Investment Officer, Head of Real EstateAngelo Gordon

Adam Schwartz is co-Chief Investment Officer of Angelo Gordon and a member of the firm’s Management Committee. He is the head of the firm’s global real estate group, with particular focus on the U.S. and Europe. Since joining Angelo Gordon in 2000, Adam has been directly responsible for, or overseen, in excess of $10 billion of real estate assets. He has significant experience in the acquisition and repositioning of all property types. Prior to joining the firm, Adam worked in the acquisitions group at Vornado Realty Trust, a public real estate investment trust. His work focused on the acquisition of public and private real estate companies in addition to single asset acquisitions. Adam is a member of the executive committee of the Zell-Lurie Real Estate Center at The Wharton School and is a trustee of the Urban Land Institute. He is also a member of the board of directors of The Catalog for Giving. Adam has a B.A. degree from the University of Pennsylvania.

Moderator

Simon Ziff

PresidentAckman-Ziff

Simon Ziff serves as president of Ackman-Ziff, a position he assumed in 1995. Since joining the firm as an analyst in 1989, Simon has overseen the arrangement of $50+ billion of debt, mezzanine, and equity financings for some of the nation’s foremost real estate developers and owners while simultaneously solidifying the firm’s relationships with key capital sources. He engineered the firm’s collaborative culture – a magnet for financial talent – and directed Ackman-Ziff’s evolution as an industry thought-leader with over 60 professionals on the team.
Simon received a B.S. in Finance from The Pennsylvania State University and an M.S. in Real Estate Finance from New York University. He has been recognized on multiple occasions by Penn State, NYU, and the Real Estate Board of New York, including being awarded REBNY’s first “Most Promising Commercial Salesperson of the Year” Award”, receiving the “Most Ingenious Deal of the Year” award six times, and winning the prestigious Louis Smadbeck award.
Simon has also been active in leadership roles of many not-for-profit organizations.

Solving for X: How to Get Financing in Today's Climate

Jeffrey DiModica

President & Managing DirectorStarwood Property Trust

Jeffrey F. DiModica, CFA, has been the Company’s President since September 2014. He has also served as a Managing Director of an affiliate of the Manager since July 2014. Mr. DiModica served as a director of the Company from its inception in 2009 to July 2014.
From 2007 to 2014, Mr. DiModica was a Managing Director and the Head of MBS/ABS/CMBS Sales and Strategy for the Royal Bank of Scotland (RBS). In that role, he was responsible for the distribution of mortgage-backed securities (“MBS”), asset- backed securities (“ABS”) and commercial mortgage-backed securities (“CMBS”) to institutional clients, including banks, hedge funds, insurance companies and money managers. Previously, from 2001 to 2007, Mr. DiModica headed the Boston sales office for RBS. Prior to joining RBS, from 1993 to 2001, Mr. DiModica sold derivative and MBS products to institutional clients for Merrill Lynch in Boston. Mr. DiModica began his career in the Merchant and Investment Banking Group of the Commercial Real Estate Department at Chemical Bank from 1989 to 1991.
Mr. DiModica received a B.S./B.A. degree with a concentration in Finance from Boston University, an M.B.A. degree from the Amos Tuck School at Dartmouth College and received his Chartered Financial Analyst designation in 1995. Mr. DiModica is an active member of YPO (Young Presidents Organization), and serves on the board of Virtual Enterprises International (VEI), a non-profit focused on teaching career and entrepreneurial skills to inner city high school students.

Jeff Lee

PresidentCapital One Multifamily Finance

As president of Capital One Multifamily Finance, Jeff Lee leads the national multifamily lending business for Capital One. Jeff manages the company’s agency platforms (including Fannie Mae, Freddie Mac, and FHA) and a portfolio platform doing business in the New York tristate area.
In his previous role, Jeff served as managing vice president and head of underwriting and asset management for Capital One’s Commercial Real Estate Group. He oversaw a $46 billion portfolio, strengthened relationships with credit and market leaders, and played a key role in expanding Capital One’s commercial real estate business in California and nationally.
Jeff joined Capital One as part of the bank’s Beech Street Capital acquisition in 2013. In addition to co-founding Beech Street Capital, he was responsible for underwriting, credit and portfolio management. Jeff also led the teams responsible for prescreen loan reviews, application processing and underwriting. Previously, he served at Fannie Mae as director of capital markets and as director of large loans for their multifamily group.
Jeff holds a Bachelor of Arts in economics from the University of Maryland.

Tyler Griffin

COOHunt Real Estate Capital

Tyler Griffin is Chief Operating Officer of Hunt Real Estate Capital, a division of Hunt
Companies. Ms. Griffin is responsible for managing business operations across all loan
platforms, including oversight of the integration of systems and technology with current
practices to facilitate production across all business lines. She also oversees transaction
management.
Prior to joining Hunt Real Estate Capital, Ms. Griffin was Chief Operating Officer at Dwight Capital, where she established the firm as an FHA/MAP lender with GNMA servicing capabilities. During her tenure at Dwight, she was responsible for more than $1.2 billion in annual loan production and a servicing portfolio that exceeded $3 billion.
Before Dwight, Ms. Griffin was with Capital One Multifamily Finance as Senior Director, Head of FHA Programs. Earlier in her career, she held key roles at Beech Street Capital, where she established their FHA platform, and at Metropolitan Funding Corporation.
Ms. Griffin graduated Magna Cum Laude from Vanderbilt University with a Bachelor of Arts in Economics & Financial Economics. While there, she was a two-time All-American athlete and has since been inducted into the Vanderbilt Hall of Fame.

Josh Zegen

Co-FounderMadison Realty Capital

Mr. Zegen co-founded Madison Realty Capital in 2004 and is responsible for overseeing the origination and structuring of all of MRC's investment activities, as well as raising institutional capital and portfolio management. Since MRC's inception, Mr. Zegen has closed real estate transactions totaling in excess of $11 billion. At the firm, Mr. Zegen serves on several investment committees related to both the debt and equity platforms. Prior to founding MRC, he founded and was president of Alpine Commercial Capital, a mortgage advisory firm that successfully closed over $500 million in real estate financings. Prior to forming Alpine, Mr. Zegen was an investment banker in Salomon Smith Barney's financial sponsors/private equity group where he focused on leveraged buyouts, equity and debt financings, mergers and acquisitions and private placement transactions. He is a co-founder and board member of The New York Private Equity Network ("NYPEN"). Mr. Zegen graduated cum laude from Brandeis University with a Bachelor of Arts degree in economics.

Ralph Herzka

Chairman & CEOMeridian Capital Group

Ralph Herzka is the chairman and CEO of Meridian Capital Group. Since co-founding the commercial real estate advisory firm in 1991, Mr. Herzka has remained the guiding force behind the company’s evolution from a small Brooklyn-based commercial mortgage brokerage to a national leader in real estate capital markets, having personally arranged over $100 billion in financing. Additionally, Mr. Herzka has led Meridian’s recent expansion into New York City investment sales and retail leasing in 2015 and 2018, respectively.
Mr. Herzka demonstrates an exceptional ability to foster multi-generational relationships with real estate owners and investors and forms critical alliances with lenders to achieve success across the asset spectrum. He is a member of the Real Estate Board of New York, the Mortgage Bankers Association, the Commercial Real Estate Finance Council, and the International Council of Shopping Centers.
In addition to his professional leadership, Mr. Herzka is a dedicated philanthropist, raising millions of dollars for various organizations over his career. Most notably, he is a passionate participant of Bike4Chai, an annual 180-mile cycling fundraiser for children fighting pediatric illnesses and disabilities.
Mr. Herzka is a lifelong resident of Brooklyn, NY. He and his wife are proud parents and grandparents.

Moderator

Wayne Cook

PartnerWindels Marx Lane and Mittendorf

Opening Keynote With CMBS Pioneer

Keynote

Ethan Penner

Managing Partner & CIOMosaic Real Estate Investors

Ethan is the Founder and Managing Partner, CIO of MREC Management, LLC. He is a recognized pioneer in the fields of real estate and finance with a 35-year career marked by filling voids and responding to unseen or poorly understood opportunities. Most consequently, he is credited with being the primary driver in the creation of the Commercial Mortgage-Backed Securities market while at Nomura Securities, for which he received broad recognition including being named one of the U.S. Real Estate Industry’s 100 icons of the 20th century. In 2011, Real Estate Forum voted him one of the Real Estate Industry’s 65 living legends in their 65th anniversary issue. In 2008, Penner founded and served as President of CBRE Capital Partners, a real estate debt investment platform that successfully raised and managed over $600 million from institutional and high net worth investors. CBRE Capital Partners substantially exited all investments in 2014.
Ethan is also committed to improving the lives of others and enhancing awareness and does so in a number of ways including; Teaching – he currently serves as an adjunct professor at Pepperdine University’s Graziadio School of Business and Management, and previously held the same capacity at the University of Southern California’s Marshall School of Business; Writing – he maintains a blog and has had many articles published in a variety of publications including the Wall Street Journal, the Wharton Real Estate Review and the Institutional Real Estate Investor; Public speaking – he is a frequent featured speaker at industry conferences and universities; Philanthropy & Civic involvement – He is a member of the Advisory Board of the A. Alfred Taubman Medical Research Institute, in 1996 he founded the Walt Frazier Youth Foundation which provided internships to teenagers at major U.S. corporations in New York City, and has been on numerous boards including that of The League, which had a competition-based, in-school community service model, KIND, which is dedicated to bringing education and opportunity to woman, and The Simon Wiesenthal Center, which is dedicated to enhancing awareness to combat hate; and Fitness – he is the founder of Fitwall, LLC, a company aimed at revolutionizing the exercise industry through its patented Fitwall product.
Ethan is married to Marisol Penner, a former professional athlete and native of Venezuela, and they have five children and reside in Los Angeles.

Moderator

Todd Bassen

Managing PartnerBassen Properties

Opening Fireside Chat

Opening Remarks

Brenden Millstein

CEO & Co-founderCarbon Lighthouse

Brenden Millstein is CEO & Co-founder of Carbon Lighthouse, where he is responsible for corporate growth, engineering, and long-term planning. Under Brenden’s leadership, Carbon Lighthouse became profitable and began reducing emissions within 6 months of operations. Brenden previously worked for NYSERDA, the State agency charged with addressing New York’s largest energy and environmental issues. Working with a small team comprised of leading energy experts, Brenden co-administered a budget of $87 million, executing energy efficiency and demand response projects at 250+ manufacturing plants and high-rise office buildings in New York City. Brenden’s clients included Citigroup, J.P. Morgan Chase, CBRE, and many other banks and property management companies. Additionally, he also worked as a research fellow at Lawrence Berkeley National Laboratory, investigating both Li-ion batteries and advanced building materials.
Brenden obtained an MBA from Stanford University’s Graduate School of Business and an MS in Renewable Energy Engineering, also from Stanford. He holds a B.A. in Physics, cum laude, from Harvard University.

Moderator

Miles Bloom

Vice President, Growth & DevelopmentBisnow

Moving The Needle: How Small To Mid Market Deals Get Done

Anar Chudgar

Managing DirectorArtemis Real Estate Partners

Ms. Anar Chudgar is a Managing Director and sits on the Investment Committee. Ms. Chudgar is responsible for developing and implementing the acquisition and asset management strategies for Artemis’ Income and Growth Fund and is based in the New York City office.
Prior to joining Artemis, Anar spent the last 9 years as a Partner at GCM Grosvenor, where she helped lead the real estate business. During her time at GCM Grosvenor, she oversaw the creation and growth of the $3.0 billion real estate platform, expanding the business in 2012 from fund investments into joint ventures, co-investments and seed investments and growing the team. She has closed on $1.7 billion in joint venture real estate transactions in North America and Europe spanning both equity and debt, leading all aspects of investment management including transaction sourcing and execution, asset management, portfolio management and capital raising. Prior to joining GCM Grosvenor, Anar was a Principal in Alternative Investments at Credit Suisse Group AG, and before that was a Senior Associate at Onex Real Estate Partners, where she was responsible for new business origination and execution of real estate acquisitions. Prior to joining Onex, Anar was an Associate at iStar Financial, Inc., and began her career as a real estate investment banker at JP Morgan Chase in Mergers and Acquisitions.
Anar graduated magna cum laude from the Wharton School at the University of Pennsylvania. She is member of New York Women Executives in Real Estate (WX) and on the woman's board of New York Private Equity Network and a council member of the Urban Land Institute.

Ari Shalam

Founder & Managing PartnerRWN Real Estate Partners

Ari M. Shalam is founder and Managing Partner of RWN Real Estate Partners LLC, a NYC
based middle market real estate private equity investment platform. RWN targets direct and
controlled, joint venture investment opportunities and focuses on most value-add property types
in New York City and Miami. Since June, 2011, RWN has acquired in nearly of $800mm of real
estate with approximately $300mm of total invested equity.
From 2009 to 2011, Mr. Shalam was the President of Enterprise Asset Management, Inc. a real
estate centric multi-family office and from 2003 to 2009, he was a Senior Partner and Director of
Acquisitions of Taconic Investment Partners, a fully integrated real estate investment and
development company. Previously, he was the Director of Acquisitions for the Kaufman
Organization. Throughout his real estate career, Mr. Shalam has led nearly $2 Billion in real
estate investments, primarily in New York City.
Mr. Shalam is a member of the board of directors Voxx International Corporation (NASDAQ:
VOXX), a member of the board of the Good+ Foundation and an advisory board member of the
Institute of Urban Research at the University of Pennsylvania. Mr. Shalam is a frequent visiting
lecturer of real estate entrepreneurship at the Wharton School of the University of Pennsylvania
and a former trustee of the Trinity School in New York City.
Mr. Shalam received his BS in Economics from the Wharton School of the University of
Pennsylvania cum laude and his MBA from the Harvard Business School. Mr. Shalam lives in
New York City with his wife and four children.

Gary Bechtel

President Money360

Gary Bechtel serves as President of Money360. Prior to joining the Company, he was
Chief Lending/Originations Officer of CU Business Partners, LLC, the nation’s largest
credit union service organization (CUSO). Previously, Gary held management or
production positions with Grubb & Ellis Company, Meridian Capital, Johnson Capital,
FINOVA Realty Capital, Pacific Southwest Realty Services and Hometown Commercial
Capital.
Gary began his career with the Alison Company and over the past thirty-three years has
been involved in all aspects of the commercial real estate finance industry, as a lender
and as an intermediary, including the origination, underwriting, structuring, placement
and closing of over $10B in commercial debt transactions, utilizing various debt
structures which have included permanent, bridge, equity, mezzanine and construction
on transactions of $1M to $250M. These transactions were placed with a variety of
capital sources that included life companies, commercial banks, credit unions and equity
and mezzanine funds, on property types that included office, retail, industrial, multifamily,
hospitality, self storage and manufactured housing. He is or has been a member of the
Mortgage Bankers Association of America, California Mortgage Bankers Association,
National Association of Industrial and Office Properties, and International Council of
Shopping Centers. Gary has spoken at numerous industry events and written articles or
has been quoted in a number of regional and national publications.

Zach Murphy

Co-FounderPender Capital

Zach is the co-founder and Chief Investment Officer of Pender Capital. Zach co-founded Pender in 2015 and brings over 16 years of experience in both commercial real estate finance and capital markets expertise. Zach oversees the firm’s Investment and Research program which includes deal sourcing, research, and structuring and is a member of the Investment and Research Committee and the Management Committee. Prior to Pender, Zach served as Managing Director/ Senior Vice President for Liberty SBF, a commercial finance company based in Philadelphia, where he was responsible for establishing Liberty’s Western Regional HQ in Los Angeles and directed West Coast originations and operations. Zach personally originated over $60 million of commercial loans during the first year of operations on the West Coast. In 2008, Zach joined Silver Point Capital, LP in New York, a Goldman Sachs partner fund, where he was responsible for commercial real estate loan originations and insurance-linked securities trading. During his tenure at Silver Point, Zach traded more than $500 million in distressed commercial real estate debt, insurance-linked securities, and assets in the capital markets. From 2004 to 2008, Zach served as Senior Vice President/Division Director of Velocity Commercial Capital where he was the company’s highest grossing originator in e

Moderator

Phyllis Klein

SVP, Head of Agency ProductionCapital One Multifamily Finance

Phyllis Klein recently joined Capital One in April 2019 as Senior Vice President – Head of Agency Production. In this role, Phyllis is responsible for the originations for Fannie Mae, Freddie Mac and FHA.
Previously, Phyllis spent 18 years at Fannie Mae, most recently as one of the Heads of Production managing borrower relationships, seniors housing, and all marketing and communications for the Multifamily Division of Fannie Mae. During her Fannie Mae tenure, Phyllis also managed a variety of large DUS lender relationships.
Prior to Fannie Mae, Phyllis was a political appointee under State Treasurer Phil Angelides, heading the allocation of tax-exempt bonds for the State of California. Her prior experience also includes several years at Wells Fargo Bank and Union Bank in a variety of roles within the Real Estate Group.
Phyllis graduated from the University of California, Berkeley with a BA in Economics and from the University of Southern California with an MBA in Finance and Marketing.

Alternative Investment Vehicles: OZ's, Ground-Leases, 1031 Exchange

Brandon Lacoff

CEOBelpointe REIT

Mr. Brandon Lacoff is currently the CEO and Founder of the Belpointe REIT which is the first public Opportunity Zone REIT in the country. Mr. Lacoff is also the Chief Executive Officer and Founder of Belpointe, a private equity investment firm. Mr. Lacoff was the Co-Founder of Belray Capital, a Greenwich, Connecticut based real estate and investment firm, which was acquired by Belpointe in 2011. Belpointe is known for its luxury condominium developments and its class A apartment communities. Belpointe owns several operating businesses, including Belpointe Asset Management LLC, a financial asset management firm that manages over $1 billion in tradable securities. Mr. Lacoff and its executive team bring financial strength, operational expertise and investing discipline to its portfolio of investments. Mr. Lacoff holds a Juris Doctor degree and a Master’s of Business Administration from Hofstra University and a Bachelor’s degree in Finance from Syracuse University.

Tom Shapiro

President & CIOGTIS Partners

Tom Shapiro is the President and Founder of GTIS. In addition, Mr. Shapiro is the Chief Investment Officer responsible for overseeing all investment activity and strategy of the firm. Mr. Shapiro is also Chairman of the General Partner’s Investment Committee and is a member of the Board of Directors of Brazil Hospitality Group, one of the largest owners of hotels in Brazil.
Mr. Shapiro’s experience in the real estate industry began in 1988. Prior to starting GTIS, Mr. Shapiro was a Senior Managing Director at Tishman Speyer and a member of the firm’s Investment and Management Committees. Most recently, Mr. Shapiro was responsible for Tishman Speyer’s global equity capital markets and dispositions groups. Previously, Mr. Shapiro ran GTS Properties, an acquisitions joint venture between Tishman Speyer and Goldman Sachs.
Mr. Shapiro serves on the Board of Trustees of Horace Mann School. He also serves on the Undergraduate Executive Board for The Wharton School, University of Pennsylvania from which Mr. Shapiro received a B.S. and graduated magna cum laude.

Joe Scalio

Senior Lead Tax PartnerKPMG

As one of the national lead tax partners engaged in the Qualified Opportunity Zone practice, Joe actively
engages with industry leaders, government officials, and investors to provide insights that help resolve
tax and regulatory issues. He is also active in helping clients maximize QOZ tax incentives and structure
Qualified Opportunity Funds and Qualified Opportunity Zone Businesses. Joe has provided tax advisory,
structuring, modeling, and reporting services to various entities. He has extensive experience with real
estate investment trusts, real estate funds, and private equity funds.

Tim Doherty

Co-Head of InvestmentsSafehold & iStar

Tim Doherty currently serves as Executive Vice President, Co-Head of Investments. In this role, Mr. Doherty leads the investment team of Safehold Inc (NYSE: SAFE), a public REIT focused on the acquisition and creation of ground lease investments across all property types nationwide. Safehold is the first publicly traded company focused solely on ground lease investments and is externally managed by iStar. Mr. Doherty worked at iStar between 2000 and 2008 and recently rejoined iStar in 2013. Prior to becoming the Head of Ground Lease Investments, he focused on structured finance having worked on over 60 transactions totaling more than $5 billion during his tenure at iStar. The transaction structure types included first mortgage, mezzanine, B-notes, preferred equity, DIP financing, participations and corporate finance investments and included all traditional property types (office, retail, hotel and industrial) and non-traditional product types (self-storage, entertainment and land). Prior to his latest tenure at iStar, Mr. Doherty co-founded and operated Shem Creek Capital (“SCC”), a boutique real estate finance fund located in Boston, MA. Prior to joining iStar Financial in 2000, Mr. Doherty was at Archon Group, a subsidiary of Goldman Sachs, investing on behalf of the Whitehall funds. He received his BS in Finance from Georgetown University.

Brett Siegel

Vice Chairman & Co-HeadNewmark Knight Frank

Brett Siegel is the Vice Chairman and Co-Head, New York Capital Markets, Investment Sales. Brett specializes in property sales, joint ventures, ground leases, developments, and structured finance transactions. Brett’s main area of expertise is New York City office, retail and multi-family projects. Brett has been involved in over $30 billion of transactions for a diverse range of institutional and private clients.
Prior to joining Newmark, Brett served as a Managing Director at Eastdil Secured, where he spent 13 years.
Brett holds a B.A. in psychology from Emory University.

Moderator

Jay Neveloff

PartnerKramer Levin Naftalis & Frankel

Jay A. Neveloff is a nationally recognized transaction lawyer who represents a broad range of clients in connection with the development, ownership and financing of real estate projects, including many high-profile super luxury and mixed-use, commercial, retail and residential projects in New York City and throughout the country. Mr. Neveloff represents institutional and private equity funds and other investors in joint ventures, as well as the acquisition and sale of property (including portfolios of properties), and assists joint ventures in connection with a broad variety of developments. He also represents major international funds and financial institutions in commercial lending transactions, loan restructurings and workouts. Mr. Neveloff received his J.D. from New York University School of Law and graduated from Brooklyn College with a B.A. degree.

Michael Rudin

Senior Vice PresidentRudin Management Company

Michael Rudin is a Senior Vice President at Rudin Management Company. He has been with the firm since 2008, and together with his sister Samantha represents the fourth generation to work at the family business. Michael focuses on multiple areas within the company including new developments, capital markets, commercial and retail leasing, sustainability, and technology. Michael also helps lead the family’s venture capital business, Rudin Ventures, which focuses on early-stage startups in the real estate technology sector.
Michael holds a Bachelor’s Degree in Environmental Design and Planning with an emphasis in Real Estate from the University of Colorado at Boulder and a Master’s of Science in Sustainable Real Estate Development from New York University’s Schack Institute of Real Estate.
Michael is also Managing Partner of Rudin West Development, based in Aspen, Colorado. Rudin West Development has built two mixed-use projects totaling 50,000 square feet. Recent projects in New York include The Greenwich Lane and Dock72, a 675,000-square foot class A office building in the Brooklyn Navy Yard.
Michael is a member of a number of industry-related organizations that include The Real Estate Board of New York Real Estate Technology Committee, The Real Estate Round Table Sustainability Policy Advisory Committee, the WiredScore Advisory Board, the NYU Furman Center Advisory Board, and the Urban Land Institute. Michael serves on the board of the three Rudin Family foundations as well as The First Tee of Metropolitan New York, the Downtown Brooklyn Partnership, Friends of the BQX, and the Aspen Art Museum.
Michael lives in Manhattan with his wife Sabrina, their sons Lukas and Dylan, and their dog Hoppy.

Andrew Zech

PrincipalGreenworks Lending

Andrew leads business development for Greenworks Lending. His team makes it easy for our partners – whether they are building owners, developers, contractors, or other industry professionals – to improve their business returns through the use of C-PACE. Prior to joining Greenworks, Andrew spent seven years at The Advisory Board Company – a technology and consulting firm serving 3800+ hospitals and healthcare organizations. At The Advisory Board, Andrew launched new products, led complex technology and consulting evaluations, and ran sales and marketing for two of the firm’s Margin Solutions product lines totaling $60M+ in contract value. Andrew received his graduate degree from Georgetown University and undergraduate degree from The University of Pennsylvania. He lives in Washington, D.C. with his wife and son.

Eric Brown

EVP, Business DevelopmentCarbon Lighthouse

Eric is responsible for driving business development and empowering his sales team to create meaningful relationships with clients to deliver exceptional projects. His knowledge of commercial real estate and technical know-how allow him to uniquely understand Carbon Lighthouse’s client needs and connect them with customized solutions that have great impact.
Eric holds a Bachelors in Mechanical Engineering from University of Illinois at Urbana-Champaign.

Anatomy of a Deal: Evolving Makeup of The Capital Stack

Michael Campbell

CEOThe Carlton Group

Michael Campbell brings 20 years of commercial real estate experience to the The Carlton Group. Since 1998, he has been integrally involved in the structuring and procuring of equity and debt capital for over $75 billion of real estate projects around the world. Prior to joining Carlton, Michael spent five years at various Prudential real estate groups including PRG, PCG and PMCC. He has extensive experience in all facets of real estate investments including: complex equity and debt capital structuring, business origination & development, loan/REO auctions and underwriting for all property classes. Michael has a degree in financial engineering from James Madison University and a master’s in real estate finance and investments from New York University. mjc@carltongroup.com

Tony Fineman

Managing DirectorACORE Capital

Mr. Fineman has more than 20 years of experience in the commercial real estate
business. At ACORE, Mr. Fineman is responsible for originating, underwriting,
structuring and closing commercial real estate financing opportunities, and for managing
originations for the Eastern Region.
Prior to joining ACORE, Mr. Fineman was an Executive Vice President with Brickman
and a principal at Hillcrest Finance, where he was responsible for originating,
underwriting, structuring and closing equity and debt investment opportunities, and
financing new and existing equity investments. Prior to Brickman, Mr. Fineman held
various positions in commercial real estate finance including a senior role with
Wachovia Bank, where he managed, structured and closed more than $25 billion of
complex commercial real estate finance transactions often involving multiple lenders
and tranches of debt, and a role as a banker with Nomura Securities in the mid to late
1990s. In addition to his finance experience, Mr. Fineman has also spent a significant
amount of time on the equity side of the commercial real estate business where he was
involved in the development, ownership, management and operation of commercial real
estate, including in senior roles with Centres Inc. and Terranova Corporation, and in his
time with Brickman. Mr. Fineman began his career in commercial real estate as an
attorney representing institutional and private clients in a wide range of commercial real
estate transactions, including finance, acquisitions, dispositions, leasing, development
and land use. After college and prior to law school, Mr. Fineman spent several years at
IBM Corporation as a marketing representative.
Mr. Fineman received a B.S. in Electrical Engineering from Drexel University and a J.D.
from the University of Florida. Mr. Fineman serves on the board of enCourage Kids
Foundation. Mr. Fineman is married to Lori and they have two children, Mia and Rocky.

Michael Gigliotti

Senior Managing DirectorJLL

Michael is a senior managing director and co-head of the New York office of JLL Capital
Markets, Americas. He joins JLL as part of the HFF acquisition and has 15 years of
experience in commercial real estate finance. In addition to his role as the leader of the
financing team in New York, he is responsible for originating and executing financing
assignments, including permanent, bridge, construction, acquisition and refinancing
solutions, as well as joint venture equity transactions. During the course of his career,
Michael has been involved in more than $25 billion of commercial real estate transactions.

Matthew Scoville

PartnerHunton Andrews Kurth

Matthew is widely known for closing major deals in New York City and helping clients build real estate portfolios across the United States and beyond. A powerful negotiator who understands the legal and business issues on both sides of a transaction, Matt is respected by his clients, opposing counsel and other parties alike for his result-driven approach. This ability to shepherd complex transactions to a successful conclusion is evidenced by his impressive client list.
As a partner in the firm’s capital finance and real estate practice, Matt cuts a wide swath across the real estate industry by advising owners, developers, investors and lenders, among them REITS, private equity funds and family offices, on a variety of transactions. These include construction and real estate finance, acquisitions and dispositions, joint ventures, real estate developments, preferred equity investments, mezzanine loan originations, and secondary market purchases, leasing, and loan workouts and restructurings. Well-connected in the real estate world, Matt looks to generate business for his clients by introducing them to potential partners and new deals.
He is active in pro bono work and leads the coordination of the annual NALP/Street Law Legal Diversity Pipeline Program in New York, which brings high school seniors from The Urban Assembly School for Law & Justice into the firm to teach them about the law and legal careers, encourage them to enter the field and support them in their pursuits.

Drew Fletcher

PresidentGreystone Capital Advisors

Drew Fletcher is head of Greystone Capital Advisors where he oversees a team of professionals
responsible for arranging creative debt and equity solutions for institutional and private commercial
property owners and developers, and provides strategic advisory services for institutions, investors and
borrowers. GCA also focuses on large loan mortgage origination across Greystone’s Fannie Mae,
Freddie Mac, FHA, CMBS, Bridge, balance-sheet and special situation lending platforms.
Drew has 20 years of commercial real estate experience, having directly originated and executed on
more than $10 billion of financing transactions. Prior to joining Greystone in 2013, Drew was the Chief
Financial Officer of Edison Properties LLC, one of the largest private real estate owners in New York City,
with a $5 billion diversified portfolio of self-storage, office, multifamily and substantial land holdings
throughout the NY Metro Region.
Drew received a B.A. in Economics and Communications from Wake Forest University; an M.B.A. in
Finance from New York University; and a Master of Accountancy in Taxation from Rutgers University. He
volunteers his time as a guest lecturer at the NYU Real Estate Institute and also is an active member of
the Real Estate Board of New York and the Urban Land Institute. Drew also was named to the
Commercial Observer’s 50 Most Powerful People in Commercial Real Estate Finance in 2018.

Moderator

Meyer Mintz

Tax PartnerBerdon

A tax partner and Co-Chair of the Real Estate Group at Berdon llp, Meyer Mintz has been with the firm for nearly 25 years. He has particular expertise in the tax aspects of real estate, including partnership agreements, limited liability companies, and other business organizations. Analyzing potential transactions from both a tax and an overall business perspective, he provides clients with a more comprehensive picture on which to base their decisions. Meyer has also worked with attorneys in litigation matters. He has testified as an expert witness on behalf of a defendant at a FINRA arbitration hearing. Meyer’s testimony regarding a complex tax matter was successful in sustaining the defendant’s tax position.
Working closely with clients, Meyer advises on:
Planning and structuring joint venture arrangements, including property development
Equity reorganizations of real estate partnerships
Analyzing the tax consequences of sales and purchases of real estate
Maximizing the efficiency of day-to-day business operations
Structuring for estate plans
PROFESSIONAL MEMBERSHIPS AND ACTIVITIES
American Institute of Certified Public Accountants
New York State Bar Association
New York State Society of Certified Public Accountants
Vibrant Emotional Health
Board of Directors
Chair of the Audit Committee
EDUCATION AND LICENSES
Meyer holds a Bachelor of Science degree in accounting from Touro College, a Juris Doctor degree from Brooklyn Law School, and a Master of Laws in taxation at New York University School of Law. He is licensed as a certified public accountant in New York State.

Eric Berman

Chief Investment OfficerLifeafar

Eric Berman is the Chief Investment Officer of Lifeafar, a real estate investment and hospitality firm that caters to global investors and discerning travelers. He oversees the firm’s investment strategy including acquisitions and development, and plays a key role in leading Lifeafar’s hospitality initiatives. Eric has spent his career working with a diverse base of investors, owners, lenders and developers of hotel and mixed-use real estate assets, having advised on over $2 billion of hotel and real estate transactions throughout the U.S. and Latin America. During his professional career, he has held positions in New York and Miami, as well as Colombia, Panama, and Mexico. Eric studied at Penn State University – Smeal College of Business, where he earned a bachelor’s degree and a master’s degree in accounting. He has been a licensed Certified Public Accountant since 2013 and holds a certificate in hotel real estate investment and asset management from Cornell University.

Ing. Emilio Colón Zavala

President Puerto Rico Builders Association/ ECZ Group

Francisco Luis

PartnerKevane Grant Thornton

Tax partner with over twenty five years of
experience in public accounting, including the
“Big Four” and private consulting practice.
Sector experience
Francisco engages in the design and development
of tax planning and consulting strategies. This
includes tax services in the area of mergers and
acquisitions, business reorganizations, partnership
transactions, tax incentives and exemptions,
individual and corporate tax issues, personal
financial matters, and others. Francisco has
experience in assisting clients before the Internal
Revenue Service, the Puerto Rico Treasury
Department, the Municipal Revenue Collection
Center, and various municipalities. He also
possesses extensive tax compliance experience.
Professional qualifications and memberships:
Francisco is a graduate of the University of
Puerto Rico with a bachelor’s degree in business
administration, major in accounting. He obtained
his Juris Doctor degree from the University of
Puerto Rico Law School.
Professional affiliations and
memberships
He is a member of the Puerto Rico State Society
of Certified Public Accountants and the American
Institute of Certified Public Accountants. As part
of his involvement with the Puerto Rico State
Society of Certified Public Accountants, he is a
former president of the San Juan Chapter, past
member of the Board of Directors and has also
led various committees, including Strategic
Planning, Ethics and Regulations. In addition, he
serves as technical instructor in various seminars
sponsored by the Puerto Rico State Society of
Certified Public Accountants.

Jorge Ruiz-Montilla

Mr. Ruiz-Montilla's practice includes real estate, hospitality, corporate, advertising, sports and entertainment law. Over the years, he has been involved in all aspects of the real estate, hospitality and corporate practice including: resort and commercial developments, structuring of corporate acquisitions, planning and structuring timeshare, condo-hotel and condominium projects, negotiating lease agreements for all types of commercial developments, and the creation of governance structures for resort communities. He also has extensive experience in real estate matters related to petroleum industry retail operations, and works as real estate counsel in a number of renewable energy projects.
Mr. Ruiz-Montilla recently participated in the drafting a number of laws and regulations providing incentives for the tourism and film industries in Puerto Rico.
He is ranked as one of Puerto Rico's Leading Attorneys in the Real Estate field by the renowned international publication Chambers & Partners in both its Global and its Latin America Guides. He is also ranked in in the Real Estate Law field of The Best Lawyers in Puerto Rico guide.
Mr. Ruiz-Montilla is member of the Board of Directors of the Ricky Martin Foundation, and he is the legal counsel to the Board of Directors of the Puerto Rico Construction Materials Merchants Association, a non-profit organization representing man ufacturers, distributors a nd retailers of construction materials.

Moderator

Adam Greenfader

Managing PartnerAG&T

Adam Greenfader is a managing partner at AG&T, a real estate development and advisory firm based in Miami, Florida. AG&T specializes in the Caribbean and Latin America in the areas of hospitality, residential, and commercial properties. AG & T’s principal clients include hedge funds, private equity groups and other institutional capital.
Adam has worked on over 52 developments in The United States, Puerto Rico, Panama, the Caribbean, and Europe valued over one billion dollars. This includes both private and public developments.
Adam Greenfader is passionate about resiliency - Green building practices. He currently chairs the Caribbean Committee at the Urban Land Institute in South East Florida and is the Florida Liaison for the Puerto Rico Builders Association.
Adam Greenfader holds a Master of Real Estate Development degree from the University of Southern California.

Closing Networking Reception

Bisnow National Real Estate Finance Summit

Join the Bisnow team on September 24th as we unpack everything you need to know about capital markets, the lending and investment climate, who's buying and who's selling, how to land your next deal, and how to weather future unpredictable factors.

Our National Real Estate Finance Summit has historically been our most esteemed, high-level, and best attended event in the nation. We've been selective with speakers and content to make sure youwalk away equipped with the latest and greatest. Meet and greet today's biggest commercial real estate owners and lenders who will advise us on opportunities and red flags in the near future.

In the lending world, banks and CMBS delinquency rates have reached an all-time low, but with the cycle nearing an end, there is concern about rising risk. It looks like lenders are still willing to roll the dice. On the equity side, investors are seeing an uptick in fund development. Angelo Gordon just closed a 2.75bn RE fund -- it's biggest to date. Belpointe just launched its first public opportunity zones REIT. The big question is: where is all this capital going?

Mark those calendars because as always, Bisnow promises plenty of networking opportunities to connect in a fun and fast-paced atmosphere in the Big Apple.

Presenting Sponsor

Sponsors

WHY SPONSOR

Bisnow events are known for facilitating deal-making with lots of networking opportunities. Whether you are an owner, developer, manager, broker, lender, supplier, or consultant, your company is a crucial part of the national and local commercial real estate finance market. Bisnow offers many opportunities for you to build good will and raise your company’s profile in this ever-changing industry. You’ll connect with existing and potential customers, partners, distributors, investors and vendors, and have the opportunity to showcase your products and services in front of a large and relevant audience.

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When will I get my invite code?

BisnowMatch opens approximately four weeks before the event date and closes to new registrants the week of the event. If you have purchased a ticket before this time, you'll receive an invitation when BisnowMatch opens. If you buy a ticket after the platform opens, a code will be sent by email within 24 hours of your ticket purchase.